Upgrading to Sugar 7.2

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This document summarizes the key updates in SugarCRM's upgraded version 7.2, including an updated user interface, new features, and additional resources. The user interface was updated with a "sidecar" approach for most standard modules, while some legacy modules kept the previous interface. New features include activity streams, line item sales tracking, forecasting enhancements, intelligence panels, a mobile app, and improved help/tour functions. The document also outlines the upgrade process and directs users to additional training resources to help with adoption of Sugar 7.2.

Logiciels Business Technologie

UPGRADING TO SUGAR 7.2
@SugarCRMu #SugarCon
Andrea Ayers Dax Farhang
Sr. Technical Trainer Director of Product Management
SugarCRM

Agenda
• Updated User Interface
• What’s New and Different in Sugar 7
• Additional Resources

UPDATED USER INTERFACE
Sidecar & Legacy Modules

Sidecar vs. Legacy Modules
Sidecar Modules
(New User Interface in Sugar 7)
• Accounts
• Bugs
• Cases
• Contacts
• Forecasts
• Home
• Leads
• Notes
• Opportunities
• Quoted Line Items
• Revenue Line Items (New Module)
• Targets
• Target Lists
• Tasks
Legacy Module
(User Interface Carried Over from Sugar 6)
• Calendar
• Calls
• Campaigns
• Contracts
• Documents
• Emails
• Knowledge Base
• Meetings
• Quotes
• Reports

Custom Modules
Not Created in Module Builder
• Custom modules installed
in your Sugar instance
that were not created in
Module Builder will use
the Legacy user
interface upon upgrade.
Created in Module Builder
• Custom modules that
were created in Module
Builder and deployed in
your instance will utilize
the Sidecar user
interface upon upgrade.

What’s Different
• User Experience Enhancements
• Activity Streams and Social Collaboration
Platform
• Line Items Sales Opportunity Tracking
• Forecasting Enhancements
• Intelligence Panel
• SugarCRM Mobile App
• Revamped Tours and New Help

Activity Streams and Social
Collaboration Platform

Activity Streams
Rich Content
Record Post
Comment
Mentioning records & user

Administrators Forecast Configuration
• Custom Ranges
• Range Tags
• Column administration

Intelligence Panel
• Top 10
• List View
• Charting Engine

Intelligence Panel - Record
• Context-aware
• Twitter
• Google News for
an Account

New SugarCRM Mobile App
SugarCRM Mobile App is now
available for download on the App
Store and Google play.
Note: Sugar Mobile Plus is not
supported in Sugar 7 and will not
function with instances upgrading
from v. 6.x to v. 7.2.

Enhanced User Adoption – Revamping
Tours

Additional Resources
• Documentation & Release Notes – Reviews the
Feature Enhancements, Known Issues, Fixed
Issues, Additional Product Information and
Support Platforms
• Training Video/Weekly Webinars – updated to
Sugar 7 on a variety of topics
• Knowledge Base Articles
• Learn more about Sugar UX demo video

Recap
• Updated User Interface
• What’s New and Different in Sugar 7
• Sugar 7.2 On-Demand Upgrade Process
• Additional Resources

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Upgrading to Sugar 7.2

1. UPGRADING TO SUGAR 7.2 @SugarCRMu #SugarCon Andrea Ayers Dax Farhang Sr. Technical Trainer Director of Product Management SugarCRM

2. Agenda • Updated User Interface • What’s New and Different in Sugar 7 • Additional Resources

3. UPDATED USER INTERFACE Sidecar & Legacy Modules

4. Sidecar vs. Legacy Modules Sidecar Modules (New User Interface in Sugar 7) • Accounts • Bugs • Cases • Contacts • Forecasts • Home • Leads • Notes • Opportunities • Quoted Line Items • Revenue Line Items (New Module) • Targets • Target Lists • Tasks Legacy Module (User Interface Carried Over from Sugar 6) • Calendar • Calls • Campaigns • Contracts • Documents • Emails • Knowledge Base • Meetings • Quotes • Reports

5. Custom Modules Not Created in Module Builder • Custom modules installed in your Sugar instance that were not created in Module Builder will use the Legacy user interface upon upgrade. Created in Module Builder • Custom modules that were created in Module Builder and deployed in your instance will utilize the Sidecar user interface upon upgrade.

6. WHAT’S NEW & DIFFERENT IN SUGAR 7

7. What’s Different • User Experience Enhancements • Activity Streams and Social Collaboration Platform • Line Items Sales Opportunity Tracking • Forecasting Enhancements • Intelligence Panel • SugarCRM Mobile App • Revamped Tours and New Help

8. User Experience Enhancements

9. User Experience Enhancements

10. User Experience Enhancements

11. User Experience Enhancements

12. User Experience Enhancements

13. User Experience Enhancements

14. User Experience Enhancements

15. User Experience Enhancements

16. User Experience Enhancements

17. User Experience Enhancements

18. User Experience Enhancements

19. Activity Streams and Social Collaboration Platform

20. Activity Streams Rich Content Record Post Comment Mentioning records & user

21. Line Items Sales Opportunity Tracking

22.

23. Forecasting Enhancements

24. End-User Forecast

25. End-User Forecast

26. Sales Managers Forecasts

27. Administrators Forecast Configuration • Custom Ranges • Range Tags • Column administration

28. Intelligence Panels

29. Intelligence Panel Multiple Dashboards

30. Intelligence Panel • Top 10 • List View • Charting Engine

31. Intelligence Panel - Record • Context-aware • Twitter • Google News for an Account

32. SugarCRM Mobile App

33. New SugarCRM Mobile App SugarCRM Mobile App is now available for download on the App Store and Google play. Note: Sugar Mobile Plus is not supported in Sugar 7 and will not function with instances upgrading from v. 6.x to v. 7.2.

34. Revamped Tours and New Help

35. Enhanced User Adoption – Revamping Tours

36. Enhanced User Adoption – New Help

37. ADDITIONAL RESOURCES

38. Additional Resources • Documentation & Release Notes – Reviews the Feature Enhancements, Known Issues, Fixed Issues, Additional Product Information and Support Platforms • Training Video/Weekly Webinars – updated to Sugar 7 on a variety of topics • Knowledge Base Articles • Learn more about Sugar UX demo video

39. Recap • Updated User Interface • What’s New and Different in Sugar 7 • Sugar 7.2 On-Demand Upgrade Process • Additional Resources

40. Q&A Session

41. Adoption of Sugar 7 Session Thank You

Upgrading to Sugar 7.2

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